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CASE DESCRIPTION

The administrator at the Bestia veterinary clinic reception wants to send an SMS reminder to a client who has an appointment for animal treatment with the veterinarian in the upcoming week. They do this by following these steps:

  1. Reviewing the list of pending SMS messages for sending
  2. Disabling SMS message sending for the selected subject
  3. Selecting messages for sending
  4. Reviewing the SMS text
  5. Sending the message

1. Reviewing the list of pending SMS messages for sending

The responsible person wants to first check the list of prepared SMS messages that are intended for sending to clients.

  • They do this by opening the form Sending SMS messages by clicking on the form Reception clicks on the button  (SMS List).
  • The tab SMS for sending is open by default. All SMS messages that have not yet been sent are visible.

2. Disabling SMS message sending for the selected subject

On the list, they see a pending message for the subject Tomaž Tornjak, who requested not to receive SMS messages in the future.

  • This removes the message from the list and moves it to the tab Do not send SMS.

They continue by selecting messages for sending.

3. Selecting messages for sending

They only want to send a message for the subject Pika Pomeranec, so by clicking in the selection box Selected they uncheck all other positions.

They continue by reviewing the text for sending SMS messages.

HINT

By default, all pending messages are selected for sending.

 

WARNING

The message that we do not select for sending will no longer be visible on the list upon refresh. 

4. Reviewing the SMS text

In the field SMS text the text that will be sent to the recipient via SMS message is written.

In our case, the text is already entered, as it was specified upon entering the appointment.

HINT

Before sending, the responsible person can edit the text as desired or use a template, as described in the chapter Use (template). 

More about SMS text templates can be read in the chapter of the technical manual e-Mail and SMS templates.

 

5. Sending the message

The process is completed by sending the message.

  • In the toolbar, they click on the button   (Wizards).
  • From the list, they select Send SMS for appointment.

After sending, the program offers a window with information about the number of successfully sent messages.

HINT

This is a HINT and should be marked with this icon. If necessary, copy this whole table and add a new hint.

 

 

Warning

This is a WARNING and should be marked with this icon. If necessary, copy this whole table and add a new warning.

 

 

 

 

 

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